Smartphone Production Surges 4% in 2Q25 as Inventory Adjustments and Seasonal Demand Fuel Growth

Global smartphone production reached 300 million units in the second quarter of 2025, reflecting a 4% quarter-on-quarter (QoQ) and 4.8% year-on-year (YoY) increase, according to TrendForce’s latest investigations. The rise was driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments. Despite macroeconomic challenges impacting consumer electronics demand, the upcoming peak season and e-commerce promotions are expected to support continued growth through the second half of 2025.

China’s smartphone subsidy program in the first quarter provided a temporary boost to mid- and low-end sales, accelerating inventory clearance. However, due to the limited scale of the subsidies and the narrow range of eligible products, the impact on full-year 2025 sales is anticipated to remain modest.

In 2Q25, the top six smartphone brands accounted for approximately 80% of the market share. Samsung maintained its position as the largest producer, with 58 million units produced, though output declined 5% QoQ due to reduced momentum for new flagship models. Apple, ranking second, produced 46 million units, down 9% QoQ due to seasonal weakness between model transitions, but up 4% YoY, supported by the iPhone 16e’s performance earlier in the year. In China, Apple introduced deeper discounts in May, which, combined wi...